Singapore, Individual

Active management

Showing of Insights Posts
jean-still-holiday-message
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Annual message from our CEO: At a crossroads

CEO Jean Hynes offers perspectives on the current macro and market environment, including the need to challenge long-held assumptions, prepare for persistent disruption, and consider the resulting investment opportunities and risks.

Continue reading
event
Whitepaper
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1445118065
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Could being boring pay dividends for equity income investing?

Can being boring be a good thing? Our expert explains why he believes for equity income investors, it can be.

Continue reading
event
Article
2024-09-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wellington_globalCampaign_UP_Day_2_1683_Jean_R3
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Annual message from our CEO: Forward thinking

After a year of profound economic and market change, CEO Jean Hynes discusses the path forward, including the role of alternatives and sustainability, the firm's investments in talent, and the importance of stability and innovation.

Continue reading
event
Whitepaper
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
hero_unique_perspectives_daire-720-484
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A theme is not an index

Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."

Continue reading
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Formula one race
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Driving growth with quality controls in uncertain markets
Equity Portfolio Manager John Boselli and Investment Director Philip Brooks share their thoughts on where investors can find “quality-driven” growth potential in today's uncertain environment.
Continue reading
event
Article
2023-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
binocular on the table
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The search for income: Three bright spots amid today’s volatility
Amid today’s market volatility, many investors are seeking creative, diversified avenues to generating reliable income. Investment Strategist Michelle Ng weighs in on three asset classes that may fit the bill.
Continue reading
event
Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1162569411
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Investing in the second half and beyond: It’s a whole new ballgame
What lies ahead after a painful (and largely unexpected) first half of 2022? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul offer their perspectives on 2H22 outlook and the actionable takeaways respectively.
Continue reading
event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
From autopilot to active pilot: How investors can navigate the future
President Steve Klar explains why a broader set of tools may be required to maneuver through higher volatility, changes in market structure, and the explosion in investment data.
Continue reading
event
Quick Take
2023-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
China in 2022: Embracing the volatility
China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.
Continue reading
event
Quick Take
2023-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Amid heightened regulation and geopolitical tension, is China still investable?
Recent regulatory announcements have sent shivers through a wide swath of China’s economy, including the technology, finance, gaming, and property sectors, and tensions between China and the US continue to simmer. But while I understand the market’s reaction to these risks, I take a long-term perspective on China’s investability.
Continue reading
event
Quick Take
2022-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.